From the first email to the filed document, customer and client work is re-keyed across systems.
Orders are typed twice, applications are copied into each lender portal, and reports are reformatted by hand.
We help capture the work once, run the checks and carry it through to the lender, insurer or customer.
“The same order gets typed into two or three places.”
Orders arrive by email and PDF and are re-keyed into the ERP.
We can:
“Customers ring us to ask where their order is.”
Customers phone or email for order status, parts and kit builds.
We can:
“Every lender has its own portal and its own form.”
A broker's file is typed into the CRM, then again into each lender's portal.
We can:
“Half of every application is chasing missing documents.”
Credit, Companies Office, PPSR and property checks are run by hand, and AML documents are chased.
We can:
“The write-up is only as good as whoever wrote it that day.”
Loan notes and assessor reports are written from templates and reformatted by hand.
We can:
“Claims arrive in ten formats and allocation is by gut feel.”
Claims arrive by email and portal, duplicates are missed, and allocation depends on who is free.
We can:
“Annual returns mean the same questions every year.”
Onboarding and the annual refresh start from a blank questionnaire every time.
We can:
Orders arrive by email and PDF and are re-keyed into the ERP.
We can:
Typical for: Manufacturing, distribution
Customers phone or email for order status, parts and kit builds.
We can:
Typical for: Distribution, parts supply
A broker's file is typed into the CRM, then again into each lender's portal.
We can:
Typical for: Finance and mortgage brokers, asset finance
Credit, Companies Office, PPSR and property checks are run by hand, and AML documents are chased.
We can:
Typical for: Finance, asset finance, accounting
Loan notes and assessor reports are written from templates and reformatted by hand.
We can:
Typical for: Brokers, assessors, accounting
Claims arrive by email and portal, duplicates are missed, and allocation depends on who is free.
We can:
Typical for: Insurance assessing, claims services
Onboarding and the annual refresh start from a blank questionnaire every time.
We can:
Typical for: Accounting, compliance advisers
Pick one lender and one product, one document type or one order channel. We automate that route end to end, then add the next.
See the full approach on How We Work.
Often, yes. We use browser automation, with exceptions passed to a person. We check each portal's terms first.
We design to your data rules. That can mean keeping data in Australia and New Zealand, limiting access to named roles, keeping client data out of shared model training, and logging every action. We confirm the specifics for your set-up before build.
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